The funds management industry is a fast growing industry with lot of potential to grow even further. It is one of the fastest growing and most dynamic sectors in the economy, but how does it actually work? This Funds Management for Modern Bankers course provides a practical insight into how fund managers go about investing the trillions of dollars in managed funds around the world, having a direct impact on the personal wealth and retirement savings of millions of individual investors.
LEARNING OUTCOMES At the end of this programme, participants will be able to: • Understanding the process a fund manager works through in managing an investment portfolio and how the investment strategy for a fund is formulated • discuss the arguments for balanced versus specialist managers • understand 'indexing' as an approach to managing a fund • discuss the role and importance of the investment mandate • understand of the factors considered in selecting a fund manager • outline the role of neutral and active asset allocations • Outline approaches to measuring the performance of a fund.
WHO MUST ATTEND For anyone who's in the management level e.g. • Assistant Managers • Senior Executives • Staff in the wealth management industry, including those working in service provider organisations, master trusts or platform providers • Support staff working in customer service, marketing, IT or outsourced call centres.
COURSE OUTLINE • overview of the portfolio management process • getting the structure of the fund right • selecting the best fund manager for the job • setting asset allocation for optimum performance • measuring investment performance • Case studies The packages includes: The packages includes: • Coffee break and Lunch for the training days • Material and Evaluations • Tour of the City ` • Training Certification